How big is Berkeley Patients Group Inc.'s plan?

Berkeley Patients Group Inc.'s plan reported $2.6M in assets and 11 participants for 2024.

Original filing (PDF)20251015111347NAL0009268002001

Berkeley Patients Group Inc.

Name: Berkeley Patients Group Inc. — Berkeley Patients, Form 5500 (2024)
Creator: Berkeley Patients Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Patients Group Inc. 401(k) Plan

401(k) retirement plan · Berkeley Patients Group Inc.'s Berkeley Patients Group Inc. 401(k) Plan held $2.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Timothy Schick signed Berkeley Patients Group Inc.'s 2024 Form 5500 as plan administrator.

Timothy Schick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berkeley Patients Group Inc.'s EIN is 94-3410178.

EIN 94-3410178

Plan number 001

Plan year 2024

ACK ID 20251015111347NAL0009268002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkeley Patients Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkeley Patients Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BERKELEY PATIENTS GROUP INC.

EIN

all filings

Address

2366 SAN PABLO AVENUE · BERKELEY, CA · 94702

Phone

(510) 356-0493

Industry

Retail Trade

Plan administrator